2017 and 2018 e-Pocket Tax Tables Guide
The 2017 and 2018 e-Pocket Tax Tables Guide is intended to be a quick reference guide. It is our recommendation that you always consult with a tax professional on tax related matters.
Helpful Content
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
How Income Taxes Work
A quick look at how federal income taxes work.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Test Your Life Insurance Knowledge
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Yours, Mine and Ours: Estate Strategies for Second Marriages
Second marriages are a trigger event to revisit any existing estate strategies.
View all articles 
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
View all calculators
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
View all presentations
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Emerging Market Opportunities
What are your options for investing in emerging markets?
The Other Sure Thing
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?